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PERSONAL FINANCE MANAGER 

The easiest way to track your money in real time.

Perfios (Personal Finance One Stop) is an online finance manager providing you an automated 360-degree view of your finances anytime, anywhere. With Perfios, you can track anything that revolves around money, from your bank accounts, to credit cards, mutual funds, investments, shares, insurance policies, loans, fixed deposits, and more.

SALIENT FEATURES

 
 
 
 
 
 
 
 
 
 
 
 
Automatic
one-view
Secure
Statement Upload
Real-time Reports with Insights
On-the-Go
Auto Update
Alerts
Secure Storage
Event Calendar
Auto Categorize

Perfios has the capability to automate the fetch of your financial data from various sources without any manual effort and provides you with a consolidated overview of your transactions and assets.

Features

  • Recognition of 1000+ e-statement types with easy upload of various statements to populate data without any manual effort
  • 360-degree view of your personal finance by consolidating all account types automatically – banks, credit cards, mutual funds, equity, insurance, loan, PPF, bonds, post office and other small savings instruments, real estate, gold, etc.
  • Highest level of security for you, as ensured by VeriSign, TrustGuard and Paladion – the best names in the Data Security business
  • Access to all information and actions using your Mobile Phone or PC.
  • Access to Shared Accounts feature with option to manage the finances of the entire family, with the assurance of privacy of individual accounts of your family as you share the required accounts with other family members, tax consultants, and financial planners on a selective basis
  • Provides time-saving techniques to make personal finance management a simple activity
  • Provides a Secure Document Storage to store all relevant financial documents
  • Automated reminders and alerts to notify you of important payments, maturity dates, etc.
  • Email forward of important uploaded documents, minimizing cumbersome and time-consuming data entry
  • Automatic consolidation of account information
  • Auto-categorization of various transactions to perform multiple data analytics on the consolidated data
  • Comprehensive Reporting Framework enables you to take quick corrective actions

PRICING

For the first 30 days of your FREE signup,
You get to explore all the premium features, as a GOLD user!

Frequently Asked Questions

Features FREE Forever Gold Platinum
 
Complete View of all Account Types
No. of Accounts
Unlimited*
Unlimited*
Unlimited*
No. of Auto Update Accounts
15
Unlimited*
Unlimited*
Statement Upload & Email Forwarding
4/month
(only upload)
10/month
Unlimited*
Document Storage
2/month
10/month
Unlimited*
Automatic handling: Equity Bonus, Split, Dividend etc
Reports – PDF / Excel / HTML
SMS Alerts
Export Data
Password Backup
Email Alerts and Reminders
Reports – Table, Graphs & Charts
Subscription Fees FREE Rs. 499 / year Rs. 1499 / year

You agree to use the product only for your personal use. For any use of the solution for commercial purposes as a wealth manager, please contact us at support@perfios.com for pricing options.

To know more about the institutions we support for automatic updates,  click here.
For a list of supported e-statements click here.

  • * subject to fair use policy
  • *** subject to Platinum SLA (for more details read our T&C)
  • ** subject to Standard SLA (for more details read our T&C)
  • Prices mentioned above are in INR and exclusive of Service Tax. No Refund.
  • # subject to Gold SLA (for more details read our T&C)

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